Sinclair

Trustee School | Free Client Event  

Register for an upcoming client workshop. This event is only for existing clients of Sinclair Prosser Gasior and their families.
If you are not a client, please sign-up for an upcoming estate planning seminar. 

Tue
18 

Trustee School | Free Client Event  

Date: November 18

Time: 07:00 PM – 09:00 PM

Save My Spot

Thu
20 

Trustee School | Free Client Event  

Date: November 20

Time: 10:00 AM – 12:00 PM

Save My Spot

Join us for our upcoming client Trustee School workshop. This event is FREE and helps the Trustees that you have designated know what to do if you become incapacitated or pass away.

Trustee School will ensure your Trustee is prepared to administer your Trust in a way that honors your wishes, minimizes the chance for conflict, and helps your Trustee avoid costly mistakes or oversights. 

Local Estate Planning Attorneys Jon Gasior and associates are noted speakers on estate and legacy planning. Their workshops are said to be entertaining, informative, and easy-to-understand. Sinclair Prosser Gasior is one of four members of the American Academy of Estate Planning Attorneys in Maryland.

Registration

Tuesday, May 5, 10AM EST | Webinar
&
Thursday, May 7, 7PM EST | Webinar

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Webinar participants will be sent a custom Zoom link to join our webinar. If you have a family member who would also like to watch, please complete individual registration forms.

Every client and their Successor Trustees should attend this class for protection, confidence and peace of mind. 

You and your Trustees will learn:

• What your Trustees need to know now – actions to take and who to contact at death or incapacity. Don’t wait for an emergency to figure out these important steps!
• Tools of your estate plan, how and when they work, and who can use them
• Your Trustee’s legal and financial responsibilities – including tax returns, managing assets, and required accounting
• How to avoid common and costly mistakes that could result in tax consequences, financial loss, and legal liability for the Successor Trustee.
• Practical tips on being a Trustee, Executor, or Power of Attorney agent
• How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
• When the Trustee should ask for help – most Trustees will need some assistance from our firm at some point. We’re here to help every step of the way!

WARNING: If your Successor Trustee fails to handle their duties promptly and correctly, they may be personally liable to your beneficiaries and may have to pay damages out of their own pocket!

That’s why every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind.

This class will ensure your Trustee is prepared to administer your Trust that honors your wishes, minimizes the chance for conflict, and helps them avoid costly mistakes or oversights. Register today to join us!

Space is Limited!

REGISTER NOW using one of the links above or CALL (410) 573-4818!